HDFC Business Cycle Fund vs HDFC Non-Cyclical Consumer Fund

Portfolio Overlap Analysis · HDFC vs HDFC

21.7%
Moderate Overlap
10 common stocks · Rank #9924 of 28,292 pairs
Fund A
HDFC Business Cycle Fund
HDFC · Equity - Other
Fund B
HDFC Non-Cyclical Consumer Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Business CycleWt% in HDFC Non-Cyclical ConsumerOverlap
Bharti Airtel Ltd.
Telecom - Services
6.08%5.33%5.33%
Eternal Limited
Retailing
5.08%9.03%5.08%
Titan Company Ltd.
Consumer Durables
4.20%4.64%4.20%
Vishal Mega Mart Limited
Retailing
2.93%5.42%2.93%
InterGlobe Aviation Ltd.
Transport Services
3.02%1.28%1.28%
Leela Palaces Hotels & Resorts Limited
Leisure Services
0.93%2.33%0.93%
Sona Blw Precision Forgings
Auto Components
0.71%1.83%0.71%
Brainbees Solutions Limited (FirstCry)
Retailing
0.71%0.92%0.71%
Chalet Hotels Ltd.
Leisure Services
0.26%2.43%0.26%
SULA VINEYARDS LIMITED
Beverages
0.25%0.49%0.25%

Unique to HDFC Business Cycle

  • ICICI Bank Ltd.7.03%
  • Kotak Mahindra Bank Limited5.16%
  • HDFC Bank Ltd.4.05%
  • Anthem Biosciences Limited3.53%
  • Fortis Healthcare Limited3.37%
  • Bajaj Auto Limited3.14%

Unique to HDFC Non-Cyclical Consumer

  • Hindustan Unilever Ltd.8.79%
  • United Spirits Limited5.73%
  • Godrej Consumer Products Ltd.5.06%
  • Varun Beverages Ltd3.78%
  • Britannia Industries Ltd.3.13%
  • Mahindra & Mahindra Ltd.3.03%

Sector Overlap Breakdown

Retailing
8.7% (3)
Telecom - Services
5.3% (1)
Consumer Durables
4.2% (1)
Transport Services
1.3% (1)
Leisure Services
1.2% (2)
Auto Components
0.7% (1)
Beverages
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Business Cycle

More comparisons for HDFC Non-Cyclical Consumer

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.